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SpringVest Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SpringVest Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$792K Sell
27,121
-2,400
-8% -$70.1K 0.64% 25
2025
Q1 		$739K Hold
29,521
– – 0.61% 27
2024
Q4 		$823K Buy
+29,521
New +$823K 0.7% 24